How SMART Doc App Achieved SOC 2 Readiness in Just 29 Days

SMART Doc App uses AI to give patients immediate access to full medical records and personalized health analytics.

But when you are handling sensitive patient data, trust and security are essential elements of growth. For Caleb Severn, CISO at SMART Doc App, the lack of a formal security certification was becoming a barrier to entry.

“We had potential contracts that were blocked on having third-party attestation of our security posture,” says Caleb.

The Solution: Policy and Documentation Speed

Navigating compliance in the healthcare space is notoriously complex. Rather than getting bogged down in drafting policies from scratch, SMART Doc App partnered with Workstreet to accelerate the process.

“Workstreet helped us quickly ramp up on SOC 2,” explains Caleb. “By handling the brunt of policy and documentation work, Workstreet enabled us to be audit ready in 29 days from our first access to Vanta.”

With Workstreet managing the heavy lifting on documentation, the SMART Doc App team could focus on their technical infrastructure while moving quickly towards compliance. 

The Result: Unlocking Strategic Partnerships

The impact of achieving compliance was immediate for SMART Doc App. “SOC 2 certification has already unlocked a large contract with a highly visible partner, and will soon be key to a second strategic partnership,” Caleb says.

Compliance Should Be Top of Mind

For other founders building in regulated spaces, Caleb advises against waiting.

“If I could do it over, I would get SOC 2 certification while in stealth mode, before our first demo to a potential partner,” he says. “Workstreet would have enabled us to breeze through SOC 2 while moving fast to get features out the door.”

See how Workstreet can help you achieve SOC 2 compliance faster.

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